See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $79,031 | $89,753-11.9% | $107,525-26.5% | $84,808-6.8% |
| Participation rate | 42.9% | 68.1%-25.2pp | 75.1%-32.2pp | 68.3%-25.5pp |
| Annual return | 12.84% | 29.48%-16.6pp | 181.32%-168.5pp | 40.90%-28.1pp |
| Employer contribution / active EE | $171 | $3,113-94.5% | $3,754-95.4% | $2,631-93.5% |
| Participant deferral / active EE | $3,735 | $4,056-7.9% | $5,116-27.0% | $4,212-11.3% |
| Admin fee / account holder | $33,101 | $7,222+358.3% | $8,919+271.1% | $7,344+350.7% |